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AI Inference Silicon

Inference silicon runs trained models in production rather than training them, and rewards throughput per watt over raw peak performance. It is a distinct design problem from training, and has drawn in custom accelerator designers alongside the incumbent chip vendors.

7 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2201	MA MJP Associates Farmington, Connecticut	$250K	-$10.9K	1	0.07%	Reduced
2202	PGA Portland Global Advisors Portland, Maine	$249K	+$214K	1	0.04%	New
2203	Associated Banc-Corp Green Bay, Wisconsin	$248K	+$213K	1	0.01%	New
2204	BWA Blodgett Wealth Advisors Concord, California	$248K	+$212K	1	0.25%	New
2205	TCPG Trivant Custom Portfolio Group San Diego, California	$248K	$0	1	0.17%	Maintained
2206	IWP Invenio Wealth Partners Coral Gables, Florida	$247K	+$211K	1	0.18%	New
2207	MFA Mayflower Financial Advisors Boston, Massachusetts	$247K	+$211K	1	0.03%	New
2208	SL Salomon & Ludwin Richmond, Virginia	$247K	$0	1	0.03%	Maintained
2209	RWP Ridgecrest Wealth Partners Mill Valley, California	$247K	+$211K	1	0.16%	New
2210	AA Altman Advisors Chicago, Illinois	$246K	+$211K	1	0.13%	New
2211	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$246K	+$211K	1	0.11%	New
2212	PWM Prentice Wealth Management Rochester, New York	$245K	+$210K	1	0.1%	New
2213	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$245K	+$210K	1	0.15%	New
2214	JWM Jessup Wealth Management Dayton, Ohio	$243K	+$208K	1	0.12%	New
2215	JMFC J.M. Forbes & Co Boston, Massachusetts	$243K	+$208K	1	0.03%	New
2216	AWM Aries Wealth Management Portland, Maine	$243K	+$208K	1	0.09%	New
2217	WFA West Financial Advisors Des Moines, Iowa	$242K	$0	1	0.06%	Maintained
2218	GD Grandfield & Dodd New York	$241K	+$207K	1	0.02%	New
2219	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$240K	+$208K	1	0.18%	New
2220	FVCM F&V Capital Management Boca Raton, Florida	$239K	+$205K	1	0.08%	New
2221	MC Mathes Company New York	$239K	+$204K	1	0.1%	New
2222	Clark Capital Management Group Philadelphia, Pennsylvania	$239K	+$204K	1	0%	New
2223	Northeast Financial Consultants Westport, Connecticut	$239K	+$204K	1	0.01%	New
2224	VCAM Van Cleef Asset Management Beachwood, Ohio	$239K	+$204K	1	0.03%	New
2225	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$238K	+$12.5K	1	0.02%	Increased